24 results found
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Cash Coding - Bulk assign expenses to Projects
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Send remittance from bank views
Allow bulk sending of remittances from bank's Account Transactions tab
OR
Add a 'Reconcile and Send Remittance' button in the bank reconciliationCase scenario: I have multiple payments to reconcile which all include multiple invoices, so the easiest way is to use the Match option in the reconciliation tab.
This then means going into each individual payment in the account transactions and opening it to send the remittance.
Ideally, I'd like to either be able to either select multiple payments from the bank transactions with the checkboxes and have a 'Send all remittances' button
OR
After matching all the bills…4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have a Stripe feed in (as a "bank account), but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction field.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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number of transactions per month
Would be great to see report for all clients on number of transactions per month over a 12 month period - can monitor levels of bookkeeping required and update pricing more easily - see which clients have a high amount of transactions, monitor activity levels
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reconciliation - Autofill account and tax when applying a bank fee
It is frustrating when manually reconciling transactions when a variance is a bank transaction fee and I select 'Bank Fee' as the reason for the difference only to then have to select bank fee again when completing the transaction line presented for the Bank Fee.
Surely, if I have selected 'Bank Fee' as the reason for the difference, the line presented could have the 'Bank Fee' nominal account pre-selected and the appropriate Tax Rate populated given that it is for a Bank Fee?
It's only a small thing, but it bugs me.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Receipts - Automatically linking to bank transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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uncoded statement lines button
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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Overpayment by contact
SIMPLY ALLOW ANY AMOUNT OF PAYMENT TO BE CREDITED TO A CONTACT DIRECTLY WHEN OVERPAYMENT IS DONE. SYSTEM IS TOO TIMEOUS. MANY OF OUR CUSTOMERS OVERPAY
1 voteHi Hester, trying to better understand your needs here. Currently when you create an overpayment for a contact the overpaid amount will remain available on that contacts record to either be applied to a subsequent invoice or refunded. Can you explain a little more on your business process and why the current options don't suit?
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"Transfer Money" quick action button
Why do your devs keep burying things, that we need to frequently use, under menus?
Please bring the "Transfer Money" quick button back to the Bank Accounts main page, rather than bury it under the 3-dot menu. That added click each time is incredibly annoying and takes away from the user experience.
Side by side comparison below.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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EIS integration in The Philippines
Hopefully someone at Xero reads this.
The Philippines is a market that Xero should really focus on.
The BIR is now introducing the EIS program which leans perfectly to Xero integration, not a middle man. Companies are running everywhere to Netsuite and SAP as Xero aren't across what is happening.
Whilst currently limited to larger entities the roadmaps seem to indicate that the business size for compliance will get smaller over time.
If XERO can organise the bank feeds from the top banks and integrate with BIR, your business in The Philippines will grow much much larger - https://eis-cert.bir.gov.ph/#/main
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Budget
In budget manager, give the option for 9 months of actuals and 3 months forecast so the 9+3 forecast can be uploaded more easily
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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dropdown
In the new Reconciliation module (screen?) there should be a dropdown here (see screenshot) to toggle/navigate between bank accounts so I don't have to click back to Bank Accounts then have to click into the Bank Account to then click AGAIN into the Reconcile module. It saves only one click but three screens of loading time - HUGE TIME SUCK.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reconciliation - Send Receipt option for incoming payments
Once an incoming payment item has been reconciled, please have a button on that screen with an option to send a receipt for that payment. Currently you need to have another window open with transactions to send a receipt or you need to come out of reconciling and go into bank transactions, its time consuming when you have lots of payments to reconcile a button on the screen would be quick and easy.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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sequentially number transactions in order of creation
Include a unique sequence number for each transaction on Xero in the order of creation.
For someone who outsources the work to external accountants but need to review each transaction, tracking reviewed transactions is easy as each transaction has a unique sequence number. Tracking backdated transactions is also more efficient if the transactions are sequentially numbered in creation order
This can indicate gaps in sequence to search for deleted transactions
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Feature request: option to change default currency filter in Bank Reconciliation
Feature request: option to change default currency filter in Bank Reconciliation
Hello Xero team,
I’d like to submit a feature request regarding the Bank Reconciliation → Find & Match workflow for multi-currency transactions.When reconciling a bank transaction, Xero defaults to filtering matches to the same currency as the bank account. In cases where the transaction relates to an invoice or bill in a different currency, the user has to manually untick the “same currency only” filter each time.
For users who regularly work with multi-currency transactions, this becomes a repetitive step and an easy thing to miss.
Feature request:
…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Show the unreconciled statement lines as an option in th
Using the new layout for the bank accounts, rather than having to access the unreconciled statement lines via clicking on the 3 dots & then clicking on the report, it would be great to be able to access it from the home page as was the case with the old layout & much easier & more efficient when having to produce same report for multiple clients.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Accepting crypto payments
With the acceptance of crypto becoming more and more prevalent, and its legality being celebrated, would love to see certain cryptos, especially those with a community concept behind them (ETN= electronium is using profits to replant seagrass around the continents) as well as some of the major players BTC, ETH, XRP etc able to be used to pay/receive on invoices just like debit/credit cards. Especially in our field of work as booked hire/Chaueffer
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Ability To Change Stripe Payment Transaction Dates
We have an issue with our Stripe integration with Xero. Stripe creates payment transactions in Xero and then when the payout comes in on the bank feed, it matches the payment transactions to the payout, which would be handy except that it's causing problems with reconciliation because if the payment transactions are created late in a calendar month (for example, 29th December) and the payout arrives in the bank account in the following month (for example, 3rd January) the bank statement closing balance doesn't match with the balance sheet closing balance.
The only way to currently fix this is to…
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